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Desjardins
Full-Time Investment and Financing Advisor RoleDesjardins • Saint-Apollinaire, QC, Canada
Full-Time Investment and Financing Advisor Role

Full-Time Investment and Financing Advisor Role

Desjardins • Saint-Apollinaire, QC, Canada
30+ days ago
Job type
  • Full-time
Job description
Become an Investment and Financing Advisor at Desjardins in Chaudière-Appalaches and make a difference in clients' financial lives. Provide quality service by fully engaging with members every day on site. As a full-time advisor, you'll be dedicated to understanding the unique financial needs of each client. Your responsibilities not only include providing excellent customer service but also developing personalized investment and financing strategies that enhance member satisfaction. Staying abreast of market trends will be crucial in delivering effective solutions. Key Responsibilities: • Address members’ investment and financing inquiries • Develop strategies for investment and insurance solutions • Evaluate member satisfaction and service effectiveness • Keep updated on financial services industry trends • Build and nurture business relationships with clients Requirements: • College diploma in a related field • Two years of relevant experience preferred • French language proficiency required • Valid driver’s license and vehicle access required • Alternative qualifications may be considered Bring your expertise in investment and financing to support Desjardins’ mission in Chaudière-Appalaches. #J-18808-Ljbffr
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Full-Time Investment and Financing Advisor Role • Saint-Apollinaire, QC, Canada

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